Jama - NIPPON INDIA MULTI CAP FUND


NIPPON INDIA MULTI CAP FUND


NAV : 173.2372
(+2.500799999999998
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)
AUM : ₹141 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.72%-2.95%0.86%8.34%21.06%36.17%13.14%



NAV History



Expense Ratio Trends


Fund Details

Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks
NAV173.2372
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio112.00000000000001%
Exit Load : : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,428₹1,00,236₹192
After 1 year₹1,08,336₹1,07,523₹814
After 3 years₹2,52,496₹2,47,289₹5,207
After 20 years₹4,80,50,611₹4,18,18,131₹62,32,480

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 36.17% Past 3 yr Data




Fund Objective:
It is a multi-cap, trend based fund with the flexibility to be overweight in a particular sector or market caps depending on the potential & opportunities as they arise. Investment in large caps may help to capture market movements & ensures liquidity in volatile times while exposure to niche themes (primarily mid/small cap companies) having scalable business models offers alpha creation possibilities. The investment in the emerging businesses can be further categorized as: l Quality Mid cap plays with a track record and scalable business models l Emerging or niche themes with sustainable competitive advantages l Deep Value Component –> Deep Value Stocks - Currently mispriced by markets due to nonfundamental reasons
Fund Manager:
Sailesh Raj Bhan